See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,852 | $79,171+40.0% | $102,423+8.2% | $74,495+48.8% |
| Participation rate | 98.7% | 74.8%+23.9pp | 76.5%+22.2pp | 67.2%+31.5pp |
| Annual return | 18.63% | 54.93%-36.3pp | 29.32%-10.7pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $5,773 | $2,362+144.4% | $3,023+90.9% | $2,623+120.1% |
| Participant deferral / active EE | $9,136 | $4,415+106.9% | $5,053+80.8% | $4,346+110.2% |
| Admin fee / account holder | $1,724 | $2,001-13.9% | $9,451-81.8% | $1,942-11.2% |